Bullish Positioning Validated

its chance, of the story’s futures

+0.6%on the S&P 500, if it happens

The options flow proves to be an early signal of renewed demand for Nvidia exposure after the prior AI-chip selloff. Traders focus on still-large hyperscaler spending plans and treat Microsoft’s capex cut as company-specific rather than a broad AI demand reversal.

What it moves

Technology+0.6%

Sectors in percent; other series by direction only.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.

Bullish Positioning Validated

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